Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Eversource Energy as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 832
- −14 vs. Q2 2022
- Shares held
- 273.9M
- +1.74M (+0.6%) vs. Q2 2022
- Total value
- $21.4B
- −$1.68B (−7.3%) vs. Q2 2022
- New holders
- 60
- 342 more added
- Sold out
- 74
- 262 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HRT Financial LP | 19,649 | $1.53M | 0.02% | +19,649 | New |
| Keybank National Association | 19,623 | $1.53M | 0.01% | +865+4.6% | Added |
| Cetera Advisor Networks LLC | 19,498 | $1.52M | 0.02% | +125+0.6% | Added |
| Icon Advisers Inc | 19,400 | $1.51M | 0.41% | 00.0% | Unchanged |
| JB Capital LLC | 19,293 | $1.50M | 0.17% | −8,488−30.6% | Reduced |
| Corient Capital Partners, LLC | 17,810 | $1.50M | 0.12% | +532+3.1% | Added |
| Edgemoor Investment Advisors, Inc. | 19,262 | $1.50M | 0.20% | −136−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 19,094 | $1.49M | 0.05% | +10+0.1% | Added |
| Stratos Wealth Advisors, LLC | 19,012 | $1.48M | 0.16% | +264+1.4% | Added |
| Lockheed Martin Investment Management Co | 19,000 | $1.48M | 0.12% | −3,800−16.7% | Reduced |
| Thrivent Financial for Lutherans | 18,969 | $1.48M | 0.00% | +3,770+24.8% | Added |
| Tiaa, FSB | 18,941 | $1.48M | 0.01% | −1,415−7.0% | Reduced |
| Connectus Wealth, LLC | 18,918 | $1.48M | 0.03% | −75−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,731 | $1.46M | 0.03% | +15,187+428.5% | Added |
| Quadrature Capital Ltd | 18,376 | $1.43M | 0.05% | +13,581+283.2% | Added |
| Welch & Forbes LLC | 18,378 | $1.43M | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 17,772 | $1.39M | 0.18% | +242+1.4% | Added |
| New Mexico Educational Retirement Board | 17,616 | $1.37M | 0.07% | −1,400−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 17,600 | $1.37M | 0.06% | +806+4.8% | Added |
| Wexford Capital LP | 17,570 | $1.37M | 0.43% | +17,570 | New |
| Atria Investments LLC | 17,526 | $1.37M | 0.03% | +178+1.0% | Added |
| Profund Advisors LLC | 17,298 | $1.35M | 0.10% | +542+3.2% | Added |
| JustInvest LLC | 17,239 | $1.34M | 0.06% | +3,833+28.6% | Added |
| National Bank of Canada | 16,648 | $1.33M | 0.01% | −16,675−50.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,544 | $1.29M | 0.01% | +10,691+182.7% | Added |
| Icon Wealth Advisors, LLC | 16,042 | $1.25M | 0.15% | +16,042 | New |
| Banque Cantonale Vaudoise | 15,833 | $1.23M | 0.07% | −800−4.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.23M | 0.15% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 15,400 | $1.20M | 0.02% | +15,400 | New |
| Members Capital Advisors Inc | 15,000 | $1.17M | 0.92% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 15,000 | $1.17M | 0.06% | +15,000 | New |
| Claro Advisors LLC | 13,806 | $1.17M | 0.46% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,891 | $1.16M | 0.02% | −190−1.3% | Reduced |
| MJP Associates Inc | 14,698 | $1.15M | 0.34% | −827−5.3% | Reduced |
| Blueshift Asset Management, LLC | 14,661 | $1.14M | 0.24% | −30,940−67.8% | Reduced |
| Sowa Financial Group, Inc. | 14,663 | $1.14M | 0.90% | +111+0.8% | Added |
| Winton Group Ltd | 14,555 | $1.14M | 0.07% | −17,974−55.3% | Reduced |
| Paradigm Financial Partners, LLC | 14,685 | $1.11M | 0.34% | +25+0.2% | Added |
| Heritage Trust Co | 14,197 | $1.11M | 0.19% | −50.0% | Reduced |
| Achmea Investment Management B.V. | 14,095 | $1.10M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,845 | $1.08M | 0.01% | +122+0.9% | Added |
| Illinois Municipal Retirement Fund | 13,678 | $1.07M | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 13,512 | $1.05M | 0.53% | −1,134−7.7% | Reduced |
| Assetmark, Inc | 13,463 | $1.05M | 0.00% | +4,402+48.6% | Added |
| Beacon Pointe Advisors, LLC | 13,448 | $1.05M | 0.02% | +821+6.5% | Added |
| Martingale Asset Management L P | 13,225 | $1.03M | 0.02% | −506−3.7% | Reduced |
| Toews Corp | 13,100 | $1.02M | 0.75% | −300−2.2% | Reduced |
| AIA Group Ltd | 13,007 | $1.01M | 0.07% | +10,035+337.7% | Added |
| Brookstone Capital Management | 14,112 | $1.01M | 0.02% | +576+4.3% | Added |
| Essex Financial Services, Inc. | 12,886 | $1.00M | 0.12% | +22+0.2% | Added |
| Rafferty Asset Management, LLC | 12,885 | $1.00M | 0.01% | +9,323+261.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,868 | $1.00M | 0.02% | −2,269−15.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,743 | $994.0K | 0.02% | −1,545−10.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,700 | $990.0K | 1.16% | +400+3.3% | Added |
| Regions Financial Corp | 12,684 | $989.0K | 0.01% | −1,512−10.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,649 | $986.0K | 0.05% | −963−7.1% | Reduced |
| Allworth Financial LP | 12,637 | $985.0K | 0.01% | +208+1.7% | Added |
| United Services Automobile Association | 12,588 | $982.0K | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,473 | $972.0K | 0.00% | −10,860−46.5% | Reduced |
| Moneta Group Investment Advisors LLC | 12,455 | $971.0K | 0.04% | −1,005−7.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,415 | $968.0K | 0.09% | +632+5.4% | Added |
| Northwestern Mutual Wealth Management Co | 12,376 | $966.0K | 0.00% | +1,543+14.2% | Added |
| Private Advisor Group, LLC | 12,375 | $965.0K | 0.01% | −6,208−33.4% | Reduced |
| Heritage Financial Services, LLC | 12,242 | $954.0K | 0.58% | +66+0.5% | Added |
| Kestra Private Wealth Services, LLC | 11,872 | $926.0K | 0.05% | +713+6.4% | Added |
| Proequities, Inc. | 11,634 | $907.0K | 0.09% | +971+9.1% | Added |
| Engineers Gate Manager LP | 11,470 | $894.0K | 0.06% | −103,476−90.0% | Reduced |
| Rockland Trust Co | 11,149 | $869.0K | 0.06% | −6,455−36.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $867.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 11,016 | $859.0K | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,958 | $854.0K | 0.24% | +86+0.8% | Added |
| Csenge Advisory Group | 10,904 | $850.0K | 0.07% | +103+1.0% | Added |
| Banque Pictet & Cie SA | 10,891 | $849.1K | 0.01% | +2,903+36.3% | Added |
| Centerpoint Advisors, LLC | 10,883 | $848.0K | 0.45% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,831 | $844.0K | 0.04% | +21+0.2% | Added |
| Summit Financial, LLC | 10,716 | $835.4K | 0.08% | +10,716 | New |
| Advisor Partners II, LLC | 10,694 | $834.0K | 0.06% | +10,694 | New |
| CWM, LLC | 10,685 | $833.0K | 0.01% | +4,964+86.8% | Added |
| Oppenheimer & Co Inc | 10,624 | $829.0K | 0.02% | +438+4.3% | Added |
| BTR Capital Management Inc | 10,625 | $828.0K | 0.13% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 10,297 | $803.0K | 0.02% | −20−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 10,247 | $799.0K | 0.10% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 10,133 | $790.0K | 0.17% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 9,965 | $777.0K | 0.02% | +11+0.1% | Added |
| Finer Wealth Management, Inc. | 9,877 | $770.0K | 0.76% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 9,823 | $766.0K | 0.56% | −54−0.5% | Reduced |
| Lido Advisors, LLC | 9,835 | $766.0K | 0.02% | +9,835 | New |
| National Asset Management, Inc. | 9,800 | $765.0K | 0.02% | +948+10.7% | Added |
| W.H. Cornerstone Investments Inc. | 10,213 | $760.0K | 0.80% | +10,213 | New |
| South State Corp. | 9,674 | $754.0K | 0.08% | −216−2.2% | Reduced |
| Valley Brook Capital Group | 9,502 | $740.0K | 0.81% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,441 | $736.0K | 0.18% | −443−4.5% | Reduced |
| Chatham Capital Group, Inc. | 9,331 | $727.0K | 0.18% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 9,266 | $722.0K | 0.07% | +17+0.2% | Added |
| Presima Inc. | 9,230 | $720.0K | 0.21% | −3,200−25.7% | Reduced |
| Resources Investment Advisors, LLC. | 9,122 | $711.0K | 0.03% | +2,853+45.5% | Added |
| Arete Wealth Advisors, LLC | 9,168 | $700.0K | 0.07% | +246+2.8% | Added |
| My Legacy Advisors, LLC | 9,632 | $699.0K | 0.35% | +314+3.4% | Added |
| IFP Advisors, Inc | 12,481 | $698.0K | 0.02% | +2,187+21.2% | Added |
| Wetherby Asset Management Inc | 8,900 | $694.0K | 0.05% | +1,389+18.5% | Added |